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McDonald's

3,414 hedge funds and large institutions have $166B invested in McDonald's in 2025 Q1 according to their latest regulatory filings, with 230 funds opening new positions, 1,383 increasing their positions, 1,351 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 230 | Existing positions closed: 145

32% more funds holding in top 10

Funds holding in top 10: 4762 (+15)

8% more capital invested

Capital invested by funds: $153B → $166B (+$12.8B)

1.77% more ownership

Funds ownership: 72.63%74.4% (+1.8%)

10% more call options, than puts

Call options by funds: $2.81B | Put options by funds: $2.56B

2% more repeat investments, than reductions

Existing positions increased: 1,383 | Existing positions reduced: 1,351

1% more funds holding

Funds holding: 3,3863,414 (+28)

Holders
3,414
Holders Change
+28
Holders Change %
+0.83%
% of All Funds
45.77%
Holding in Top 10
62
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+31.91%
% of All Funds
0.83%
New
230
Increased
1,383
Reduced
1,351
Closed
145
Calls
$2.81B
Puts
$2.56B
Net Calls
+$250M
Net Calls Change
+$425M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.17M -$86.1K -288 -1%
OFS
752
OMC Financial Services
New York
$6.16M -$7.18K -24 -0.1%
TAP
753
Tounjian Advisory Partners
Florida
$6.16M +$5.89M +19,708 New
MSR
754
Main Street Research
Connecticut
$6.15M +$18.2K +61 +0.3%
ANBT
755
American National Bank & Trust
Texas
$6.15M +$106K +355 +2%
WPP
756
Whalerock Point Partners
Rhode Island
$6.14M +$246K +823 +4%
SPC
757
Sigma Planning Corp
Michigan
$6.12M +$96K +321 +2%
MAS
758
Meeder Advisory Services
Ohio
$6.12M +$465K +1,555 +9%
KFGK
759
Keystone Financial Group (Kentucky)
Kentucky
$6.11M +$54.4K +182 +0.9%
RP
760
Rice Partnership
Hawaii
$6.11M +$38K +127 +0.7%
LWANC
761
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.08M -$104K -347 -2%
GS
762
GWN Securities
Florida
$6.06M +$3.8M +12,688 +187%
SF
763
Summit Financial
New Jersey
$6.06M +$275K +919 +5%
CWP
764
CFM Wealth Partners
Texas
$6.05M +$147K +492 +3%
GIC
765
Generali Investments CEE
Czech Republic
$6.04M +$9.57K +32 +0.2%
OAM
766
Ostrum Asset Management
France
$6.03M -$379K -1,268 -6%
LA
767
Legacy Advisors
Pennsylvania
$6.03M +$118K +394 +2%
FWP
768
FAS Wealth Partners
Kansas
$6.02M +$154K +514 +3%
AIM
769
Allen Investment Management
New York
$6.01M
WG
770
Winton Group
United Kingdom
$5.99M +$5.73M +19,173 New
ATPW
771
Ashton Thomas Private Wealth
Arizona
$5.97M +$366K +1,222 +7%
HCM
772
Hollencrest Capital Management
California
$5.93M
APP
773
Avantax Planning Partners
Iowa
$5.92M -$55K -184 -1%
IA
774
Integrity Alliance
Iowa
$5.91M +$4.83M +16,164 +585%
CPL
775
Capital & Planning LLC
Georgia
$5.91M +$176K +588 +3%

MCD Hedge Fund Activity: Q1 2025 in Review

3,414 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q1 2025, worth a combined $166B — up 8.4% from $153B a quarter earlier.

Buyers outnumbered sellers: 230 funds opened new MCD positions and 145 closed out — a net gain of 85 holders — while 1,383 added to existing stakes and 1,351 trimmed.

The largest buyer was Gallagher Fiduciary Advisors, adding an estimated $1.45B. The largest seller was Wellington Management Group, cutting an estimated $647M.

  • 3,414 institutional investors held McDonald's (MCD) as of Q1 2025, up from 3,386 in Q4 2024.
  • Funds reported $166B of McDonald's stock for Q1 2025, up 8.4% quarter-over-quarter.
  • 230 funds opened new McDonald's positions in Q1 2025 and 145 closed out, a net change of +85 holders.
  • The largest McDonald's buyer in Q1 2025 was Gallagher Fiduciary Advisors, an estimated $1.45B added.
  • The largest McDonald's seller in Q1 2025 was Wellington Management Group, an estimated $647M sold.

Based on aggregated 13F filings for Q1 2025.